- Opportunity to join Westpac's Institutional Bank
- Established career path and progression opportunities
- Sydney Based
- Industry strategy to include key involvement in, coordination and delivery of:
- Written industry strategies including related research and analysis; and
- Industry deep dive analysis
- Financial analysis
- Customer centric activities to include:
- Coordinating the professional delivery of tailored financial and transactional solutions for customers including by developing customer presentation material.
- Coordinating communication to customers such as responses to Requests for Proposals ('RFP'), delivery of Expressions of Interest.
- Operating the internal CRM system; and
- Supporting the development of customer relationships and attendance of customer meetings where appropriate.
- Origination support:
- Preparing and coordinating refinance/new product pricing approvals using DPX, MyClient, Credit Connect and Qlikview systems.
- Preparing and coordinating internal and external account planning.
- Preparing revenue reporting, forecasts as well as following up on revenue anomalies within reports with Finance and respective industry or product colleagues; Acting as interface with the customer for client service matters.
- Ad hoc tasks to support customer needs and deliverables.
- Overseeing internal and external hygiene matters necessary for the smooth running of the NBFI customer portfolio.
- Confident and competent individual who has demonstrated success in a fast paced, team-based environment and proficient in a customer-facing environments.
- High commercial acumen and appetite to develop and apply corporate and structured financing knowledge.
- Exceptional communication skills and attention to detail.
- Project management skills and credit experience is desirable.
- Highly numerate with the ability to navigate complex systems.
- Degree qualified – Business/Finance/Accounting/Economics preferably
- We inspire our people and together we are creating better futures. It's our passion for embracing diversity and creating opportunities that enables them to dream big and fulfil their potential.
- We empower our customers. It's our strength, agility and heart that gives them the confidence to navigate change and forge new paths. Empowered, our customers are creating better futures.
- We make change happen in the community. It's our shared vision of a safer, greener and more inclusive world that sees us back new ideas, innovations and individuals who are creating better futures.
- We deliver for our shareholders by creating better futures together. It's our ability to generate value for this generation and the next, which makes our shareholders proud to invest in us.
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Associate, Non-Bank Financial Institutions ARM Sydney, NSW, Australia Posted on 02/23/2024 Be t - Westpac Group
Description
How will I Help?
Westpac Institutional Bank (WIB) manages the financial needs of corporate, institutional and government clients that are based, or have interests in, Australia and New Zealand.
The Financial Institutions, Public Sector, and Health sector (FIPSH) also includes the Non-Bank Financial Institutions portfolio which is a recently established coverage team that aspires to deliver strategic and relevant engagement to a diverse group of alternative financiers.
The role is based in Sydney and will report to the Head of Non-Bank Financial Institutions.
As an Associate within Non-Bank Financial Institutions you will be responsible for supporting the coverage bankers drive strategic engagement and pro-active, advice-led business origination with Westpac's key institutional clients. Non-Bank Financial Institutions' objective is to achieve high levels of year-on-year growth and optimal return on equity, by developing, managing and deepening the relationship with a portfolio of private and publicly listed clients.
To be successful in the role, you will need to work well in a team environment, coordinating Analysts, Credit, Legal, Transactional Services, Debt Markets, Financial Markets and Compliance.
Core responsibilities include:
What's in it for me?
This is an opportunity to join WIB in an Associate role in the NBFI team working with a sophisticated client portfolio including; funds, asset managers, and insurance companies to name a few. You will work closely with the senior members of the team as well as liaise with internal stakeholders across Risk, Product, Business Development, and the Analyst teams. You will also have client exposure as well, through the internal and external interactions you will expand your professional network and begin to develop you business and commercial acumen.
On a personal note, whatever shape your family takes, we offer generous paid and unpaid parental leave for your nominated primary and support carers. This includes leave to organise adoptions, surrogacy, and foster care arrangements. And we continue to pay your super contributions while you take all the time you need to get your new family settled.
What do I need?
To be successful you will have the following:
What is it like to work there?
For the past 200 years, we've been backing people, businesses, communities, and ideas. As Australia's first bank, we've adapted and evolved, inspired by our customers and a genuine desire to create better futures.
Together, we're creating better futures for all our people, customers, communities, and shareholders. This has been our enduring Purpose.
How do I apply?
Start Here. Just click on the APPLY button.
As part of our commitment to creating a diverse and inclusive workplace, this role is open to experienced candidates seeking a discussion around workplace flexibility. We invite candidates of all ages, genders, sexual orientation, cultural backgrounds, people with disability, neurodiverse individuals, and Indigenous Australians to apply. If an adjustment is required to assist you during our recruitment process, please email
Do you need reasonable adjustments during the recruitment process?
At Westpac we are committed to providing a supportive culture and creating inclusive and accessible workplaces, branches, products and services for our customers, employees, and community.
We can provide reasonable adjustments for individuals with disability and/or neurodiversity. If you require an adjustment to be made during the recruitment process at any stage, please call Option 1.2 or email
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